Tax Filing & Compliance
We are tax compliance experts, with experience in just about everything, from non-profit entities to foreign asset reporting. We also have extensive experience with sales and use tax, as well as property tax preparation and compliance. If you or your business have tax compliance concerns, chances are, we have seen it before, and we can help.
Keeping you in compliance is the easy part. We are here to think about what you aren’t. So together we can make a smart tax plan for the future. We have a variety of expertise, including but not limited to: estate and gift taxes, stock option compensation, real estate transactions, multi-state planning & tax credit utilization.
business advisory services
Being an entrepreneur comes with a lot of questions—and paperwork. We’ll help you with everything from start to finish, from entity choice analysis to setting up your accounting systems and analyzing your performance. We can even help you start planning for or guiding you through the sale or merger of your business.
Our new, cloud-based technology helps you simplify record keeping, so together we can spend more time making smart strategic decisions that move your business forward.
Payroll is critical. It can also bog you down. We can take the administrative duties off your hands, while making sure your business is making good strategic decisions.
Estate, Gift & Trust Return Preparation
It’s normal to worry about you and your loved ones facing a large tax burden when wealth is passed to the next generation. We help you check all the boxes to preserve legacies and minimize taxation for estates, gifts, and trusts.
We love dealing with the IRS. Actually, we don’t. No one does. That’s why we take the stress and anxiety off your shoulders with decades of experience working with the IRS through small and large issues.
It’s ok to second guess your returns. We’re more than happy to take a look and make sure that everything you’re owed is coming your way.
We work with countless medical practice groups to create future-forward financial strategies. Our goal is to help you keep more of what you earn while understanding what to expect when it comes to paying the IRS.